really good thread on the second largest property developer in China I don't know enough to evaluate everything but there are some real sphincter-clenchers herehttps://twitter.com/TheLastBearSta1/status/1417492372573798412 …
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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I get the sense this is a hedge against a China domestic financial crisis, not something threatened by one. Unless the purchases are financed with yuan debt.
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My understanding is that this is individual money, not institutional. And that it's primarily a store of wealth somewhere with Rule of Law rather than an attempt to make a return. Still I guess Hard Times at home might cause some to sell, so...
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